HEIN & ASSOCIATES LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN
401k plan membership statisitcs for HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN
Measure | Date | Value |
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2017: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 263 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 263 |
2016: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 288 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 282 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 282 |
2015: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 288 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 288 |
2014: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 262 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 266 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
Total of all active and inactive participants | 2014-07-01 | 266 |
2013: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 241 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 262 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 262 |
2012: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 228 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 241 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
Total of all active and inactive participants | 2012-07-01 | 241 |
2011: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 228 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
Total of all active and inactive participants | 2011-07-01 | 228 |
2010: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 220 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
Total of all active and inactive participants | 2010-07-01 | 220 |
2009: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 230 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 217 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 217 |
2007: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2007 401k membership |
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Total participants, beginning-of-year | 2007-07-01 | 226 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-07-01 | 245 |
Number of retired or separated participants receiving benefits | 2007-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-07-01 | 0 |
Total of all active and inactive participants | 2007-07-01 | 245 |
2006: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2006 401k membership |
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Total participants, beginning-of-year | 2006-07-01 | 174 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-07-01 | 226 |
Number of retired or separated participants receiving benefits | 2006-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2006-07-01 | 0 |
Total of all active and inactive participants | 2006-07-01 | 226 |
2005: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2005 401k membership |
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Total participants, beginning-of-year | 2005-07-01 | 153 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-07-01 | 172 |
Number of retired or separated participants receiving benefits | 2005-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2005-07-01 | 0 |
Total of all active and inactive participants | 2005-07-01 | 172 |
2004: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2004 401k membership |
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Total participants, beginning-of-year | 2004-07-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2004-07-01 | 153 |
Number of retired or separated participants receiving benefits | 2004-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2004-07-01 | 0 |
Total of all active and inactive participants | 2004-07-01 | 153 |
2003: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2003 401k membership |
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Total participants, beginning-of-year | 2003-07-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2003-07-01 | 122 |
Number of retired or separated participants receiving benefits | 2003-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2003-07-01 | 0 |
Total of all active and inactive participants | 2003-07-01 | 122 |
2002: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2002 401k membership |
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Total participants, beginning-of-year | 2002-09-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2002-09-01 | 124 |
Number of retired or separated participants receiving benefits | 2002-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2002-09-01 | 0 |
Total of all active and inactive participants | 2002-09-01 | 124 |
2001: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2001 401k membership |
---|
Total participants, beginning-of-year | 2001-09-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2001-09-01 | 125 |
Number of retired or separated participants receiving benefits | 2001-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2001-09-01 | 0 |
Total of all active and inactive participants | 2001-09-01 | 125 |
2000: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2000 401k membership |
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Total participants, beginning-of-year | 2000-07-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2000-07-01 | 125 |
Number of retired or separated participants receiving benefits | 2000-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2000-07-01 | 0 |
Total of all active and inactive participants | 2000-07-01 | 125 |
2017: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2016: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2015: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2014: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2014 form 5500 responses |
---|
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2013: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2012: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2011: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2010: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2010 form 5500 responses |
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2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Insurance | Yes |
2010-07-01 | Plan benefit arrangement – Insurance | Yes |
2009: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2007: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2007 form 5500 responses |
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2007-07-01 | Type of plan entity | Single employer plan |
2007-07-01 | Submission has been amended | Yes |
2007-07-01 | This submission is the final filing | No |
2007-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-07-01 | Plan is a collectively bargained plan | No |
2007-07-01 | Plan funding arrangement – Insurance | Yes |
2007-07-01 | Plan benefit arrangement – Insurance | Yes |
2006: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2006 form 5500 responses |
---|
2006-07-01 | Type of plan entity | Single employer plan |
2006-07-01 | Submission has been amended | Yes |
2006-07-01 | This submission is the final filing | No |
2006-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-07-01 | Plan is a collectively bargained plan | No |
2006-07-01 | Plan funding arrangement – Insurance | Yes |
2006-07-01 | Plan benefit arrangement – Insurance | Yes |
2005: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2005 form 5500 responses |
---|
2005-07-01 | Type of plan entity | Single employer plan |
2005-07-01 | Submission has been amended | Yes |
2005-07-01 | This submission is the final filing | No |
2005-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-07-01 | Plan is a collectively bargained plan | No |
2005-07-01 | Plan funding arrangement – Insurance | Yes |
2005-07-01 | Plan benefit arrangement – Insurance | Yes |
2004: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2004 form 5500 responses |
---|
2004-07-01 | Type of plan entity | Single employer plan |
2004-07-01 | Submission has been amended | Yes |
2004-07-01 | This submission is the final filing | No |
2004-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2004-07-01 | Plan is a collectively bargained plan | No |
2004-07-01 | Plan funding arrangement – Insurance | Yes |
2004-07-01 | Plan benefit arrangement – Insurance | Yes |
2003: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2003 form 5500 responses |
---|
2003-07-01 | Type of plan entity | Single employer plan |
2003-07-01 | Submission has been amended | Yes |
2003-07-01 | This submission is the final filing | No |
2003-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2003-07-01 | Plan is a collectively bargained plan | No |
2003-07-01 | Plan funding arrangement – Insurance | Yes |
2003-07-01 | Plan benefit arrangement – Insurance | Yes |
2002: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2002 form 5500 responses |
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2002-09-01 | Type of plan entity | Single employer plan |
2002-09-01 | Submission has been amended | Yes |
2002-09-01 | This submission is the final filing | No |
2002-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2002-09-01 | Plan is a collectively bargained plan | No |
2002-09-01 | Plan funding arrangement – Insurance | Yes |
2002-09-01 | Plan benefit arrangement – Insurance | Yes |
2001: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2001 form 5500 responses |
---|
2001-09-01 | Type of plan entity | Single employer plan |
2001-09-01 | Submission has been amended | Yes |
2001-09-01 | This submission is the final filing | No |
2001-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2001-09-01 | Plan is a collectively bargained plan | No |
2001-09-01 | Plan funding arrangement – Insurance | Yes |
2001-09-01 | Plan benefit arrangement – Insurance | Yes |
2000: HEIN & ASSOCIATES LLP EMPLOYEE LIFE/AD&D PLAN 2000 form 5500 responses |
---|
2000-07-01 | Type of plan entity | Single employer plan |
2000-07-01 | Submission has been amended | Yes |
2000-07-01 | This submission is the final filing | No |
2000-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2000-07-01 | Plan is a collectively bargained plan | No |
2000-07-01 | Plan funding arrangement – Insurance | Yes |
2000-07-01 | Plan benefit arrangement – Insurance | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 1009152400000 |
Policy instance | 1 |
Insurance contract or identification number | 1009152400000 | Number of Individuals Covered | 263 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2017-11-30 | Total amount of commissions paid to insurance broker | USD $2,069 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $13,791 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,069 | Insurance broker organization code? | 3 | Insurance broker name | COBIZ INSURANCE |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 1009152400000 |
Policy instance | 1 |
Insurance contract or identification number | 1009152400000 | Number of Individuals Covered | 288 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $5,323 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $35,487 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,323 | Insurance broker organization code? | 3 | Insurance broker name | COBIZ INSURANCE |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 1009152400000 |
Policy instance | 1 |
Insurance contract or identification number | 1009152400000 | Number of Individuals Covered | 266 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $4,990 | Total amount of fees paid to insurance company | USD $1,600 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $33,269 | Commission paid to Insurance Broker | USD $4,990 | Amount paid for insurance broker fees | 1600 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker organization code? | 3 | Insurance broker name | COBIZ INSURANCE |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 1009152400000 |
Policy instance | 1 |
Insurance contract or identification number | 1009152400000 | Number of Individuals Covered | 262 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $4,781 | Total amount of fees paid to insurance company | USD $294 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $31,874 | Commission paid to Insurance Broker | USD $4,781 | Amount paid for insurance broker fees | 294 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker organization code? | 3 | Insurance broker name | COBIZ INSURANCE |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 1009152400000 |
Policy instance | 1 |
Insurance contract or identification number | 1009152400000 | Number of Individuals Covered | 241 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $4,488 | Total amount of fees paid to insurance company | USD $1,351 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $29,919 | Commission paid to Insurance Broker | USD $4,488 | Amount paid for insurance broker fees | 1351 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker organization code? | 3 | Insurance broker name | COBIZ INSURANCE |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 10091524 |
Policy instance | 1 |
Insurance contract or identification number | 10091524 | Number of Individuals Covered | 228 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $4,326 | Total amount of fees paid to insurance company | USD $846 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $28,840 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 10091524 |
Policy instance | 1 |
Insurance contract or identification number | 10091524 | Number of Individuals Covered | 220 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $4,278 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $28,517 |
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